PIM
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Penobscot Investment Management’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Penobscot Investment Management’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.68M Buy
71,760
+50,460
+237% +$1.19M 0.13% 132
2025
Q4 		$504K Buy
+21,300
New +$504K 0.04% 215

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Penobscot Investment Management's IBHH Position: Q1 2026 in Review

Penobscot Investment Management increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 237% in Q1 2026, buying an estimated $1.19M and bringing the position to 71,760 shares worth $1.68M. The position accounts for 0.13% of the portfolio, ranked #132.

Penobscot Investment Management first reported a position in IBHH in Q4 2025 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold IBHH as of Q1 2026.

  • Penobscot Investment Management held 71,760 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $1.68M as of Q1 2026.
  • Penobscot Investment Management bought 50,460 iShares iBonds 2028 Term High Yield and Income ETF shares in Q1 2026, an estimated $1.19M.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.13% of Penobscot Investment Management's portfolio in Q1 2026, its #132 holding.
  • Penobscot Investment Management first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q1 2026.

Based on Penobscot Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.